Log in
  • Home
  • Legal Education

Legal Education

AFHE runs two conferences a year.  Our Annual Conference is typically held in the Spring and the Mid-Year Conference which is typically held in the fall. 

Past conference materials are available to all AFHE members in the member resources.  

Upcoming events

    • Thursday, May 20, 2021
    • 3:00 PM - 4:30 PM (EDT)
    • Zoom (Details provided the day prior to the program)

    The conference spotlights an entrepreneurial journey of a successful family-owned business. The speaker will share the story of his family business, and how varied family perspectives often exist to make business both nuanced and complex.

    The session will share the perspective of a third-generation participant in a family business during challenging times. The ability to communicate and confront issues and differing views is often a challenge. The speaker will share his subsequent journey as an investment banker guiding family businesses through complex ownership transition events. He will share how his family business experience became a driving force in founding a successful investment bank, EdgePoint Capital. After 25+ years and 250 successful sale events, the speaker will share his perspectives on lessons learned from guiding similar family businesses through the change and transition.


    Tom Zucker
    President, Edge Point

    Tom is the President and Founder of EdgePoint Capital, a boutique investment banking firm based in Cleveland. Since EdgePoint’s founding in 2000, Edge Point has completed more than 275 domestic and international middle market M&A transactions totaling more than $1 billion in transaction value.

    Tom has over 25 years of transactional experience including an active and dynamic role in a family business. He was recently honored nationally by M&A Atlas awards as the 2018 Boutique Investment Banker of the Year, by Smart Business publications as a Smart 50 leadership award winner and was named as one of Cleveland Magazine’s 500 Most Influential Leaders for 2021.

    Tom is also an active civic leader and participates on several for profit and not-for-profit boards. Tom’s educational background included a B.S. in Accounting from Case Western Reserve University. Tom is also a CPA (Inactive) and maintains the FINRA Series 7, 24, 28, 63, and 79 licenses.


    AFHE Members:  No Charge

    Non-Members:  $60 per person


    The course is pending approval for CLE credits in Georgia, Illinois and Ohio.

    • Thursday, May 20, 2021
    • 4:30 PM - 5:30 PM (EDT)
    • Zoom Meeting (Details to Be Sent Day of Program)
    Following a great suggestion from AFHE VP Laura Wartner, we thought we’d lead into the summer season by featuring lighter wines that are fun and refreshing in warmer weather, at a picnic or on the water. This selection will feature wines from around the world. Each featured wine name is followed by a link to it at www.Wine.Com. We’ll later be circulating a more expanded list with suggested alternate labels of the same type, in case you can’t find the featured wines at your local beverage supplier.


    Marlborough New Zealand Sauvignon Blanc
    Jules Taylor Sauvignon Blanc 2020

    Pinot Grigio, from Italy or California
    Santa Margherita Pinot Grigio 2019

    Pinot Noir Rosé from California
    Sonoma-Cutrer Rosé of Pinot Noir 2019

    French Rosé, Grapes Other Than Pinot Noir
    Hampton Water Rosé 2019 from Languedoc, South Central France
    (Blend: 60% Grenache, 15% Cinsault, 15% Mourvedre, 10% Syrah)

    ALTERNATIVE WINE SELECTIONS: If you are unable to find one or more of the featured wines above, or want to explore some other options, consider the following:

    Marlborough New Zealand Sauvignon Blanc:
    Oyster Bay Marlborough Sauvignon Blanc 2019
    McBride Sisters Marlborough Sauvignon Blanc 2019
    Kim Crawford Sauvignon Blanc 2020

    Pinot Grigio:
    Ruffino Pinot Grigio Lumina 2019
    MacMurray Ranch Russian River Pinot Gris 2018

    Pinot Noir Rosés:
    La Crema Pinot Noir Rosé 2019
    Willamette Valley Vineyards Whole Cluster Rosé of Pinot Noir 2019

    Sparkling Rosé:
    Chateau St. Jean Sparkling Rosé

    French Rosé:
    Fleur de Mer Rosé 2019 Rosé from Cotes de Provence, Southeast France


    There is no charge to participate in this webinar, but pre-registration is required.


    Registered participants will receive the link to access the Zoom meeting the day prior to the program.

Past events

Thursday, May 13, 2021 SPRING CONFERENCE SESSION 4: Seeing the Blind Spots: Non-Legal Aspects a Lawyer Needs to Consider When Working with Family Enterprises
Thursday, May 06, 2021 SPRING CONFERENCE SESSION 3: Nothing is as Constant as Change: A Tale of Adaptation
Thursday, April 29, 2021 SPRING CONFERENCE SESSION 2: Knowing Your Own Emotions: How to Understand and Manage Emotional Dynamics in Family-Held Enterprises
Thursday, April 22, 2021 SPRING CONFERENCE SESSION 1: Business Transition - The Playbook to Get it Right
Tuesday, March 02, 2021 VIRTUAL ROUNDTABLE: Potential Biden Tax Changes and the 2021/2022 Landscape
Thursday, November 12, 2020 Virtual Happy Hour: Willamette Valley (OR) vs Russian River Valley (CA) Comparative Tasting
Thursday, November 12, 2020 FALL CONFERENCE SESSION 6: Practical Examination of Recapitalizations as Underloved and Underappreciated Consideration in Family Enterprise Planning
Thursday, November 05, 2020 FALL CONFERENCE SESSION 5: Family Governance and Decision-Making through Five Generations and 135 Years
Thursday, October 22, 2020 FALL CONFERENCE SESSION 4: Innovating the Family Enterprise with a Private Family Trust Company in Today’s Tax Environment
Thursday, October 15, 2020 FALL CONFERENCE SESSION 3: From Immigrants to NYSE Listing as a Publicly Traded Thrift - It's a Wonderful Life!
Thursday, October 08, 2020 FALL CONFERENCE SESSION 2: Quantum Performance Training
Thursday, October 01, 2020 Virtual Happy Hour: Italy vs Burgundy Comparative Tasting
Thursday, October 01, 2020 FALL CONFERENCE SESSION 1: Facilitator's Guide to Conducting Effective Family Meetings
Thursday, September 24, 2020 WEBINAR: Thinking Clearly in a Crisis - A discussion on making good family business decisions in a stressful environment
Wednesday, August 19, 2020 WEBINAR: Estate Plans and Family Governance: A Different Approach
Thursday, July 23, 2020 Virtual Happy Hour: Washington vs. California Comparative Tasting
Tuesday, July 14, 2020 WEBINAR: The Story of You: Serving in Challenging Times
Thursday, June 18, 2020 WEBINAR: The Power Pivot
Wednesday, May 06, 2020 2020 Annual Conference and Membership Meeting
Thursday, November 07, 2019 2019 Mid-Year Conference
Thursday, June 13, 2019 Family Firm Institute Informational Webinar for AFHE
Wednesday, May 01, 2019 2019 Annual Conference and Membership Meeting
Thursday, November 08, 2018 2018 Mid-Year Conference
Wednesday, April 18, 2018 2018 Annual Conference and Membership Meeting
Monday, January 01, 2018 2018 Annual Sponsorships





Attorneys for Family-Held Enterprises

AFHE Headquarters

P.O. Box 518 
Mount Laurel, NJ, 08054
Phone: 201-591-AFHE (2343)
Fax: 856-727-9504

Connect on LinkedIn

Powered by Wild Apricot Membership Software